If you need to determine whether you previously sent a specific invoice to a certain customer, you don't have to rely on your memory. QuickBooks provides a way to discover this information. The method you use will depend on whether you need to view the history for a single invoice or you want to find out if you emailed multiple different invoices.

Single Invoice

Start QuickBooks and select the "Customers & Jobs" tab. Choose the customer for whom you want to check on an invoice and open the invoice in question.

Click on the "History" tab of the Invoice toolbar. Check for the sent date and see if "Email" is listed as the send method.

Select the "File" tab and click "Send Forms" if no sent date is listed. Determine whether the invoice is in the list of unsent email.

Multiple Invoices

Check to see which method you are using in the Send Email Using section.

Select the "Edit" menu, click "Preferences" and choose "Send Forms" if QuickBooks Email is the method displayed. Choose "Company Preferences" and enter your email address into the BCC field. You will receive a copy of all invoices you email, so you can check for specific invoices to determine whether you emailed them.

Check the "Sent" folder in your email client if you use Outlook or Web mail, as copies of invoices you email should appear there, so you can check for specific invoices to determine whether you emailed them.

Tip

To ensure you are using the correct email address of a customer, go to the customer center and double-click the customer in question. Select the "Address Info" tab to verify and, if necessary, change the email address.

Warning

Information in this article applies to QuickBooks Desktop 2013. It may vary slightly or significantly with other versions or products.

About the Author

Tricia Goss' credits include Fitness Plus, Good News Tucson and Layover Magazine. She is certified in Microsoft application and served as the newsletter editor for OfficeUsers.org. She has also contributed to The Dollar Stretcher, Life Tips and Childcare Magazine.